TISA - Tax Incentivised Savings Association - Whats New

What's New

TISA Technical Bulletins - members please see here

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Other publications:
Stocks & Shares to cash ISA Transfer Guidelines
Model Transfer Authority Form

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APS allowance application and transfer process guidelines

CTF to JISA transfer guidleines


Consultation responses:
Please see here

Slides from events - please see here

TISA Events/Training

ISA repairs/voids
14 September - London
26 October - Edinburgh

Additional Permitted Subscriptions
21 September - Edinburgh
23 November - London

ISA qualifying investments
28 September - London

ISA transfers
5 October - London
30 November - Edinburgh

Flexible ISAs
12 October - Edinburgh
9 October - London

Lifetime ISAs
7 November - Edinburgh
7 December - London

ISA Key Facts
9 November - London


TISA Press Releases

'TISA: Taylor Report will help to stimulate self-employed savings debate'
'TISA response to FCA Asset Management Market Study Final Report'
'Cross-industry transfers group expands to reflect occupational sector'


Please see here    

 

ISA TRANSFERS DATABASES  Passwords, usernames and company codes changed 9/6/17, details circulated 6/6/17 at 1.10pm.

In line with HMRC ISA Bulletin 3 and TISA bulletin 541 ISA managers please email contact details to isatransfers@tisa.uk.com if you haven't already done so, along with a postal address for transfer requests to be sent to.

An email alert advising of changes made to the databases is available to subscribe to on request.  Please email above address if you would like your details/colleagues adding.

From 22/10/12 the databases also contain SUN details for those providers participating in the BACS electronic ISA transfers initiative.  An email alert advising of changes made to the databases in respect of this is also available to subscribe to on request.